Thompson & Associates

In this episode, Cayce and Bill discuss:• How states handle estate planning documents executed in another state.• What happens if documents are prepared in another state.• What should we do to prepare ourselves to identify these issues and help our donors avoid problems?

Founder and CEO of Thompson & Associates Eddie Thompson introduces his new podcast series of conversations with industry icons, highlighting what they've learned in their careers, while sharing nuggets of wisdom in these bite-sized podcasts. Join us, you won't want to miss it! View more on the series on our website at www.ceplan.com.

Founder and CEO Eddie Thompson talks with Russell James, J.D., Ph.D., CFP. Russell shares who you should you be visiting; an important factor to consider when visiting this demographic; in all of Russell’s research, what has changed over the years and what the number one predictor of leaving a gift has been consistently; what the best gift asset is to receive, and how that affects overall giving; how to motivate transformational giving, and more!

In this episode, Cayce Powell and Jason Meredith discuss:• What we mean by a "Brady Bunch" family.• What happens to assets (accounts and real estate/homes) if planning doesn’t specifically consider different scenarios.• As development officers, what can we be listening for to know if our donors have this issue?

For much of our Founder and CEO Eddie Thompson’s career, he’s focused on what makes outstanding organizations outstanding.  In this episode, Eddie compares the winning traditions of two sports franchises to apply to the nonprofit world.That’s right, Eddie’s comparing the New England Patriots with the Cleveland Browns (sorry, Browns’ fans!).  Each team is given the same salary amount for their players, but why are the Patriots much more successful?  Eddie explains how the difference can be found in their philosophy and approach, then applies that to the nonprofit industry – what is the key to organizational success?

In this episode, Cayce and Jason discuss:• Problems created by lack of planning for people recently married and/or divorced.• Practical things people need to do when they get married or divorced.• As development officers, what can we be listening for to know if our donors have this issue?

In this 8-minute podcast, Founder and CEO Eddie Thompson shares on a topic we are all challenged by - how to hire the right person for annual and major giving. These important team members are critical to achieving your organization’s mission, and having the wrong people in these roles can be costly. It’s imperative we take our time to qualify candidates. Take a listen as Eddie shares questions to ask yourself as you prepare to fill these positions, along with questions to ask your candidates to find the perfect fit.

In this episode, Cayce Powell and Jason Meredith discuss married couple estates valued under $5 Million. They'll highlight:• Recent estate tax law changes• Reducing married couples' estate tax using a bypass trust• Why a good bypass trust a few years ago may not be good planning now

What’s more important – a donor’s capacity to give or propensity to give?We spend a great deal of time and energy looking at an individual’s capacity, or net worth. But, in today’s podcast, Eddie talks about the importance of not only an individual’s capacity but their propensity to give. Listen in as Eddie shares why this is so important, along with specific questions to ask donors to determine both their capacity AND propensity.

President Cayce Powell, MBA, JD, FCEP and Executive Vice President Jason Meredith, MBA, JD, FCEP discuss:1. Brief history of estate tax law and the "use it or lose it" exemption.2. How can DSUEA be preserved?3. As development officers, what can we be listening for to know if our donors have this issue?

President Cayce Powell, MBA, JD, FCEP and Executive Vice President Jason Meredith, MBA, JD, FCEP discuss: 1. Brief history of estate tax law and the exemption amounts. 2. The importance of the charitable deduction to avoid estate tax.3. Is estate planning just to avoid estate tax?

With the annual National Healthcare Decisions Day coming up on April 16, Founder and CEO Eddie Thompson joins Executive Vice President Jason Meredith to discuss the importance of advance care planning.

Listen in as Founder and CEO Eddie Thompson talks about building long-term relationships with donors and the importance of having thoughtful preparation for these meetings, whether it be a friend, long-time board member or potential donor. Eddie humbly shares some of his past mistakes and the lessons he learned from them in hopes to save others from the embarrassment or, worse, offending a donor.

Listen in as Founder and CEO Eddie Thompson discusses how to make the leap from being a good fundraiser to a great fundraiser! Excel at maximizing the dollars raised for helping your organization’s mission! Eddie applies best-selling author Jim Collins findings from his book Good to Great to the nonprofit fundraising world.

In this episode, Cayce Powell and Jason Meredith discuss:• Why would someone add a child to a financial account?• What are the problems with adding someone as an owner of a financial account?• What are better options to accomplish the same thing?

In this episode, Cayce Powell and Bill Gustoff discuss reasons why giving appreciated assets during lifetime may not be the best plan. They also point out a few exceptions where a nonprofit can benefit from appreciated assets during a donor’s life.• What are lifetime gifts of appreciated assets?• What are barriers of giving appreciated assets during life?• How can nonprofits help some donors who have savings bonds and IRAs give more effectively?

Hear Founder and CEO Eddie Thompson and Thompson & Associates' lead planning attorney Jason Meredith discuss how the recent mid-term election will impact your organization and donors.

In this episode, Cayce and Jason discuss:• How tax-deferred accounts (i.e., IRA’s) are typically left to heirs and charity• Why IRAs are such powerful tools to leave to charity• Some concerns of leaving IRAs to charity

In this episode, Cayce and Jason discuss:• Why it's important to have an updated estate plan• What factors make an estate plan outdated• When someone should update their estate plan• Why it's important for development officers to help donors update their estate plan

In this episode, Cayce Powell, MBA, JD, FCEP and Jason Meredith, MBA, JD, FCEP discuss: • What is a Medical Power of Attorney? How is it different than a Durable Power of Attorney?• Who should be named as the agent on a Medical Power of Attorney?• Why is it important for development officers to know about it?